Engaged Capital as of Dec. 31, 2023
Portfolio Holdings for Engaged Capital
Engaged Capital holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Evolent Health Cl A (EVH) | 15.8 | $108M | 3.3M | 33.03 | |
| Shake Shack Cl A (SHAK) | 14.8 | $101M | 1.4M | 74.12 | |
| V.F. Corporation (VFC) | 14.7 | $100M | 5.3M | 18.80 | |
| NCR Corporation (VYX) | 12.4 | $85M | 5.0M | 16.91 | |
| Rent-A-Center (UPBD) | 11.9 | $81M | 2.4M | 33.97 | |
| Ncr Atleos Corporation Com Shs (NATL) | 8.9 | $61M | 2.5M | 24.29 | |
| Pra (PRAA) | 7.7 | $53M | 2.0M | 26.20 | |
| Nevro (NVRO) | 6.8 | $47M | 2.2M | 21.52 | |
| BRC Com Cl A (BRCC) | 6.8 | $47M | 13M | 3.63 |
